Adding New Users is clunky...
I agree with other posters... New registering users are having trouble and are just plain confused by the sign in process. The absurdly long hieroglyphics-type link that new users need to click on is daunting for people who are not as tech savvy. Then a who separate sing in page, etc. Please simplify & clarify this process. Best Regards... Brian b@trax.orgProject Billing with the Staff Hours Method in Zoho Projects
The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and serviceProject Templates Possible?
Used to be easy to turn projects into templates when I checked this out a couple of years ago. The new interface is nice, but I can't see how to make templates anymore. When I set up a project it asks if I want to use a template, so I made a project I'dRecording project risks
Does Zoho projects include the facility to record risks and issues related to a project? If not, is there the facility to get round this by creating a custom entity? I can only find old posts saying this functionality may be added in the future or to purchase the bug tracker module separately? Many thanksGANTT VIEW DURATIONS: Milestone, task list, task and subtasks
In the GANTT view, the durations are not automatically showing for the milestone, task lists, or tasks even though the child sub tasks have durations and have been set as successors. How do I get the durations to automatically show, without manually includingTasks belonging to multiple projects
Hi, How can we make a task to belong to multiple projects? There are product release projects, which includes task for marketing. However, marketing has its own project for campaigns, where the same task would belong too. How to n make that happen? Thank you TomHow to bill by Milestone
We have projects that have many milestones/deliverables. We bill on the 1st of every month. We'd like to be able to invoice the customer for Completed Milestone/deliverable Time that's been done on the various milestones How does one accomplishPower of Automation::Automate the process of cloning a Task on specific status update.
Hello Everyone, Here we are again, filled with excitement to share yet another requirement that has been accomplished through the implementation of custom functions. In general, a custom function is a user-written set of code to achieve a specific requirement.Default Task Owner
@angiemeeker @zohoprojects Can I set a default task owner?Can bugs be changed to tasks?
Sometimes bugs posted will be Change Request (CR). Is there way to convert the posted bugs into Task in the Task list? If not, this is the useful feature, please provide at the earliest. Thanks, AnandOverview tab
The current Widget tab on the Project Dashboard doesn't really do what I would like it to do. What I want to see is a quick at-a-glance overview of everything within the project. So I would like to see my tasks, issues, milestones, comments, activityBring Forum and Comments into Discuss
There are a lot of ways to discuss with your team mate within Zoho Project. I can start a Cliq chat, I can comment on a project or within a task itself or I can start a Forum Post. However, I'm already finding conversations are getting lost. It seemsBring forum and comments into Discuss
There are a lot of ways to discuss with your team mate within Zoho Project. I can start a Cliq chat, I can comment on a project or within a task itself or I can start a Forum Post. However, I'm already finding conversations are getting lost. It seemsPart time employee
Dear all, I am very new to Zoho Projects and we are currently evaluating it for my company. One feature I cannot find is to set working time per user. I have configured business hours between 800 and 1600 (8 hour work day) so that I get a 40-hour week which looks very nice in the Resource Utilization view, but I have employees who does not work 40-hour weeks. How can I change this on a per-user basis? Best Regards JohanPlease Allow Us to Edit Task Field Priority Statuses
In Zoho CRM and Zoho Desk we can set the options for the pick list Priority. Just as in Zoho Bugstopper we can set them for severity, Please allow us to do the same for Zoho Projects task priority. We use (4) priorities and would like them to be consistent across our Zoho applications. Thank YouConsider adding an option that disallows different rates for different projects
Consider adding an option that disallows different rates for different projects. In many public accounting and law firms a user's rate is the same no matter what they are working on. We have over 10,000 projects and we have no need to set the rate bySee Tasks where I am single owner + involved
Hi, in Zoho Projects, under my general tasks (over all projects), I use ordering by status in Kanban view. I want to show all my tasks where I am the single owner + all tasks where I am involved + any other user(s). But I don't want to see tasks of otherAdd Functionality to change Project Statuses in bulk
While viewing a list of projects it would be helpful to be able to check projects and perform a bulk status update.Announcing ZUG USA Meet-ups - Interact with Zoho Projects & Sprints Experts
We regret to inform that the scheduled meet-ups in USA have been postponed. We will announce a revised schedule once it is finalized. We are excited to announce the Zoho User Community initiative to engage with you in person and take you through ZohoPower of Automation - Automate the task start date based on project start date
Hello Everyone! I wanted to share a custom function that we recently implemented to address a specific customer requirement. The customer needed a way to automatically update the start date of the task same as project start date. After some experimentation,Sort projects by last date updated?
Is there a way to sort projects by the last updated date? (not by task, or task list, and not by the Gannt view -- its too busy) We just want to see in a fast "big picture" way the projects that are not updating tasks, or listing task, or completing tasks. Like a list of the projects, and the last updated date Thank you, -AthenaImporting Client Users into Zoho Project from Zoho CRM
We are Zoho One customers, and are just starting our journey to begin using Zoho Projects alongside a suite of other Zoho Apps. We will use Projects for all of our solution deployments, and have used Zoho Flow to automate the creation of a project whenProject's Activity Stream Needs to Include Task Comments
When inside a Project, and clicking Dashboard -> Activity Stream, we see all Comments but we don't see any Comments posted within Tasks. We need to see Task Comments as they are equally important when viewing an Activity Stream so that we don't haveDue date changed always
Why everytime I comment on task or project in zoho project, the Due date changed same as the time/date I comment,How can I add Material cost to a project?
Hello, We use Zoho project to manage scheduled work. This consists in labour tasks and matrials cost. How can I add the material budget, then teh cost to the project? Thanks Barbaraturn off "you have been added to project" notification
Hi, we are rolling out Zoho Projects in our company. For maximum transparancy, i have associated teams with several tasks and projects. They way, the entire R&D department (for example) can see what everyone is working on, although only one r&d developerZoho Projects - Custom Objects
Hello, is there the ability now, or in the near future, to add custom objects to Zoho Projects? The requirement here would be to have the ability to track change requests to a project's budget. The idea here is to have the ability to create a custom ObjectHow to update task status using Zoho projects API
Hi there. I'd like to use the API to update the status of tasks. I am aware of the POST /restapi/portal/[PORTALID]/projects/[PROJECTID]/tasks/[TASKID]/ endpoint and the custom_status field that can be sent with the request. However I am looking to onlyKanban View for Projects.
At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.Zoho Projects API fails to update integrated field
I would like to update via API a Projects' project custom field, which is an integrated_field with Zoho CRM Accounts module. I identified the custom field identifier via the GET custom fields info api call, as described here. The custom field has id "UDF_TEXT1".Keep Zoho CRM account names in sync with Zoho Project Client Names
After a Zoho CRM account has been imported into Zoho Projects it would be great for it to stay in sync when the account name changes in Zoho CRM.Hiding new task buttons in Gantt chart
In Projects' Gantt charts, the left column looks like this: First milestone ___Add task list Second milestone ___A task list ______Some tasks ___Add task Is there a way of hiding the orange buttons for creating the tasks and tasks lists? For me, theyProject View List
"Hello everyone! I'm using Zoho CRM and would like to know if there is a way to differentiate between active and completed projects in the Projects module. Currently, I see both completed and active tasks in the same list, and it becomes challenging toHourly based project hour Calculate automatically or not ??
How to create invoice of hourly cost in zoho project ?Timesheet Rejection Notification
Time Log - In our Organization we have several "Approvers" (Admin user) of time log hours. During the month the "approver" checks all the time log of our employees wich are in "Pending" state and approves/dissaproves them. if the log is rejected - a reasonAdmins not notified on new porjects creation
Hello, I noticed admins are not notified (via e-mail) on new projects creation (while they are automatically added to each project). Is this the expected behavior? Thank youTask Workflow Rules Should Work With Project Templates
I posted this on a previous thread a few weeks ago, so I'm re-adding it as a top-level topic. I know I'm not alone in wanting this feature. Basically, right now the new task workflow rules feature doesn't actually work with tasks generated using a ProjectTrigger a sync between Zoho People and Zoho Projects using API or Zoho Flow
Is there anyway to trigger a sync between Zoho Projects and Zoho People using API or Zoho Flow?Archived Projects
I am a Manager on our Portal and I am trying to recover a Project I have just Archived. I am the owner of the Project as well. How do I get to this?How to run an automation check to determined the stagnant user in Project
Hi, Is there a way for user to write a custom function to disable user (internal / external) that have been stagnant for certain days ? for eg: total account have 100 license for user there is a need of automation to determined the stagnant user for 60Next Page
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Project Billing with the Staff Hours Method in Zoho Projects
The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and servicePower of Automation::Automate the process of cloning a Task on specific status update.
Hello Everyone, Here we are again, filled with excitement to share yet another requirement that has been accomplished through the implementation of custom functions. In general, a custom function is a user-written set of code to achieve a specific requirement.Announcing ZUG USA Meet-ups - Interact with Zoho Projects & Sprints Experts
We regret to inform that the scheduled meet-ups in USA have been postponed. We will announce a revised schedule once it is finalized. We are excited to announce the Zoho User Community initiative to engage with you in person and take you through ZohoPower of Automation - Automate the task start date based on project start date
Hello Everyone! I wanted to share a custom function that we recently implemented to address a specific customer requirement. The customer needed a way to automatically update the start date of the task same as project start date. After some experimentation,Power of Automation::Automate the process of re-opening the Milestone once Task is re-opened.
Hello Everyone, Here we are again with another requirement that was fulfilled utilizing the Task custom functions. In general, a custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when
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See Tasks where I am single owner + involved
Hi, in Zoho Projects, under my general tasks (over all projects), I use ordering by status in Kanban view. I want to show all my tasks where I am the single owner + all tasks where I am involved + any other user(s). But I don't want to see tasks of otherProject Billing with the Staff Hours Method in Zoho Projects
The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and serviceAdd Functionality to change Project Statuses in bulk
While viewing a list of projects it would be helpful to be able to check projects and perform a bulk status update.Hiding new task buttons in Gantt chart
In Projects' Gantt charts, the left column looks like this: First milestone ___Add task list Second milestone ___A task list ______Some tasks ___Add task Is there a way of hiding the orange buttons for creating the tasks and tasks lists? For me, theyConsider adding an option that disallows different rates for different projects
Consider adding an option that disallows different rates for different projects. In many public accounting and law firms a user's rate is the same no matter what they are working on. We have over 10,000 projects and we have no need to set the rate by
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Project Billing with the Staff Hours Method in Zoho Projects
The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and serviceTip of the Week: Task Sorting
I believe that sorting of tasks helps managing the activities in a better fashion. You might second it too . By default, the tasks are listed chronologically. However, you can sort the tasks either by its title, start date, end date, priority, created by and percentage completion. All you have to do is, click the Task Sorting option and select the required criteria. Few points to be noted about task sorting: This option is available in the Classic View only (within My Tasks, Tasks & Milestones section).Tip 37: Time Log Restriction in Zoho Projects
Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enableAnnouncing ZUG MEA Meet-ups (Middle East and Africa)- Interact with Zoho Projects & Sprints Experts in your city!
Hello Everyone! We are thrilled to announce the Zoho Community User Meet-up initiative aimed at engaging with users in and around Middle East and Africa. In this meet-up, our team will help you understand hybrid project management using the Zoho ProjectsAnnouncing ZUG APAC Meet-ups (Singapore and Malaysia) - Interact with Zoho Projects & Sprints Experts
We are excited to announce the Zoho User Community initiative to engage with users in Singapore and Malaysia in person and take you through Zoho Projects & Zoho Sprints. Our team will help users understand hybrid project management using the Projects
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